13FBOX
PETERSON WEALTH MANAGEMENT · 13F 持仓分析
期权收益计算器 机构排行

PETERSON WEALTH MANAGEMENT

No.6902 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.15亿
环比变动 Q1 2026
+$4,210.9万+24.4%
持仓股票数
183
新买入
35
加仓
83
减仓
18
清仓
18
持股不变
47
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
V先锋领航指数基金VOO
15.35%12.94%$3,293.3万4.5万股$2,232.5万3.9万股+6,042股+15.62%加仓
SSPDR标普500 ETFSPY
14.14%13.06%$3,035.2万4.1万股$2,252.7万3.5万股+6,006股+17.34%加仓
V先锋领航斯科茨代尔基金VCIT
8.75%8.85%$1,878.8万22.7万股$1,527.2万18.5万股+4.3万股+23.17%加仓
V先锋领航·SPECIALIZED FUNDSVIG
6.67%5.63%$1,431.7万6.1万股$971.6万4.5万股+1.5万股+33.92%加仓
SSPDR行业精选信托XLU
4.63%5.79%$994.2万21.9万股$999.5万21.8万股+1,479股+0.68%加仓
亚马逊AMZN
4.17%4.31%$895.5万3.8万股$743.8万3.6万股+1,860股+5.21%加仓
微软MSFT
4.12%2.65%$885.0万2.4万股$456.9万1.2万股+1.1万股+92.21%加仓
好市多COST
3.7%3.8%$793.8万8,485股$656.1万6,584股+1,901股+28.87%加仓
沃尔玛WMT
3.41%3.19%$731.5万6.5万股$550.4万4.4万股+2.0万股+45.85%加仓
SSPDR行业精选信托XLY
3.26%2.53%$698.6万6.0万股$436.2万4.0万股+2.0万股+48.81%加仓
S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV
3.12%3.42%$668.6万4.2万股$590.0万4.0万股+1,901股+4.72%加仓
N新纪元能源NEE
2.6%2.63%$558.7万6.4万股$453.8万4.9万股+1.5万股+30.27%加仓
摩根大通JPM
2.15%2.31%$460.8万1.4万股$398.6万1.4万股+528股+3.90%加仓
礼来LLY
2.12%0.17%$455.5万3,798股$30.2万328股+3,470股+1,057.93%加仓
台积电TSM
2.12%1.86%$453.9万9,505股$320.1万9,473股+32股+0.34%加仓
英伟达NVDA
2.02%1.93%$433.0万2.2万股$332.3万1.9万股+2,582股+13.55%加仓
博通AVGO
1.97%0.8%$422.2万1.1万股$138.0万4,459股+6,718股+150.66%加仓
Meta平台META
1.9%1.56%$407.8万7,240股$268.7万4,697股+2,543股+54.14%加仓
苹果AAPL
1.74%0.54%$373.5万1.3万股$92.3万3,636股+9,272股+255.01%加仓
SSPDR行业精选信托XLF
1.14%0.69%$243.7万4.5万股$119.1万2.4万股+2.1万股+88.40%加仓
IiShares安硕信托ICSH
1.07%$228.9万4.5万股$00股+4.5万股新买入
S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY
0.82%0.9%$175.8万2,499股$155.3万2,518股-19股-0.75%减仓
SSPDR行业精选信托XLY
0.76%1%$162.8万1.5万股$171.7万1.5万股-288股-1.86%减仓
SSPDR行业精选信托XLP
0.67%0.77%$143.3万1.7万股$133.0万1.6万股+1,028股+6.34%加仓
百事可乐PEP
0.61%0.87%$131.0万9,673股$149.8万9,649股+24股+0.25%加仓
特斯拉TSLA
0.5%0.45%$107.4万2,554股$77.9万2,095股+459股+21.91%加仓
万事达MA
0.5%0.56%$106.6万2,075股$97.2万1,946股+129股+6.63%加仓
F第一信托交易所交易基金SKYY
0.48%0.24%$103.2万7,670股$42.1万3,851股+3,819股+99.17%加仓
GE VernovaGEV
0.44%0.3%$93.9万799股$50.9万583股+216股+37.05%加仓
帕兰提尔PLTR
0.39%$84.1万7,205股$00股+7,205股新买入
ROBLOX CL ARBLX
0.36%0.47%$78.2万1.4万股$81.3万1.4万股00.00%持仓不变
EMPLOYERSEIG
0.25%0.25%$52.6万1.0万股$42.6万1.0万股+81股+0.78%加仓
SSPDR行业精选信托XLK
0.24%0.19%$51.2万2,690股$33.4万2,517股+173股+6.87%加仓
S嘉信·USSCHX
0.18%0.2%$39.6万1.3万股$34.5万1.3万股+36股+0.27%加仓
S道富·EET SPDR S&P BIOTECH ETFXBI
0.16%0.1%$33.5万2,118股$17.5万1,373股+745股+54.26%加仓
SSPDR道富指数基金SPDW
0.15%0.17%$33.2万6,582股$29.6万6,489股+93股+1.43%加仓
埃克森美孚XOM
0.15%0.24%$32.3万2,364股$42.3万2,491股-127股-5.10%减仓
IiShares安硕·RUSSELLIWM
0.15%0.16%$31.8万1,058股$27.0万1,087股-29股-2.67%减仓
S嘉信策略信托SCHM
0.13%0.13%$27.1万7,360股$22.7万7,338股+22股+0.30%加仓
家得宝HD
0.11%0.2%$24.0万680股$34.5万1,050股-370股-35.24%减仓
V先锋领航·TOTALBND
0.11%0.14%$23.8万3,242股$23.6万3,210股+32股+1.00%加仓
谷歌AGOOGL
0.1%0.08%$21.7万607股$13.9万482股+125股+25.93%加仓
派克汉尼汾PH
0.09%0.11%$18.4万189股$19.1万213股-24股-11.27%减仓
AASTERA LABSALAB
0.09%0.02%$18.4万380股$3.7万340股+40股+11.76%加仓
INVENTRUST PPTYSIVT
0.07%0.07%$15.1万4,268股$12.9万4,235股+33股+0.78%加仓
S嘉信策略信托SCHE
0.07%0.08%$14.8万4,082股$13.4万4,077股+5股+0.12%加仓
AMD超威AMD
0.06%0.02%$13.8万237股$3.1万150股+87股+58.00%加仓
VanEck ETF信托SMH
0.06%0.03%$13.6万207股$5.0万130股+77股+59.23%加仓
REALTY INCOME COMO
0.06%0.08%$13.6万2,190股$13.4万2,190股00.00%持仓不变
MONARCH CASINO &RESORT INCMCRI
0.06%0.06%$13.4万1,019股$9.7万1,016股+3股+0.30%加仓

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